--- title: "Connect Planports and PPM Express - APIANT.ai" description: "When \"New Contact\" fires in Planports, your agent runs \"Create Project Task\" in PPM Express." canonical: "https://apiant.ai/connect/planports-to-ppm-express" --- # Connect Planports and PPM Express When **New Contact** fires in [Planports](https://apiant.ai/connections/planports), your agent runs **Create Project Task** in [PPM Express](https://apiant.ai/connections/ppm-express), or **Idea Created** in PPM Express to **Update contact** in Planports. Describe the whole flow and it is built, tested on every scenario and kept running. Planports **1** trigger Planports **11** actions PPM Express **8** triggers PPM Express **9** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Planports and PPM Express to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Planports and PPM Express can do together ### From Planports to PPM Express - When **New Contact** in Planports then **Create Project Task** in PPM Express - When **New Contact** in Planports then **Update Project Task** in PPM Express ### From PPM Express to Planports - When **Idea Created** in PPM Express then **Update contact** in Planports - When **Key Date Created** in PPM Express then **Find contact by phone number** in Planports Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Planports and PPM Express ## Triggers and actions 9 triggers · 20 actions - Trigger **New Contact** Triggered when a new contact, either an individual or an organization, is added in Planports. - Action **Add meeting** Creates a meeting record in Planports, with its type, content, schedule, participants and links to a project or opportunity. - Action **Add proposal** Creates a sales proposal for a Planports contact, optionally with product lines. - Action **Find contact by phone number** Finds a Planports contact by phone number and returns the matching contact. - Action **List contacts** Returns all contacts in the Planports account, both individuals and organizations, optionally filtered by type, state, name or tag and sorted by name or date added. - Action **List meetings** Returns meetings in Planports, optionally filtered by owner, date, conclusion, subject or content. - Action **List products** Returns the products in the Planports account, optionally filtered by text, product code, product name or date added, and sorted as requested. - Action **List projects** Returns the projects in your Planports account, optionally filtered by project name. - Action **List proposals** Returns proposals from Planports, optionally filtered by customer name, proposal number, type, state, date range or the user who added them. - Action **List tasks** Returns the tasks in your Planports account, optionally filtered by project, stage or task detail. - Action **Update contact** Updates an existing contact (person or organization) in Planports. - Action **Update opportunity** Updates an existing opportunity in Planports. Only the fields you fill in are changed. - Trigger **Idea Created** Triggers when a Idea is created. - Trigger **Key Date Created** Triggers when a Key Date is created. - Trigger **Key Date Updated** Triggers when a Key Date is updated. - Trigger **Project Created** Triggers when a Project is created. - Trigger **Project Updated** Triggers when a Project is updated. - Trigger **Task Created** Triggers when a Task is created. - Trigger **Task Deleted** Triggers when a Task is deleted. - Trigger **Task Updated** Triggers when a Task is updated. - Action **Create Idea** Creates a new idea in PPM Express, optionally under a challenge, with its name, description and any other idea fields. - Action **Create Project** Creates a project in PPM Express with the field values you supply, such as name, description, manager, program and portfolio. - Action **Create Project Key Date** Creates a key date (milestone) on a PPM Express project and returns the new key date. - Action **Create Project Task** Creates a task in a PPM Express project with the field values you supply. - Action **Delete Project Task** Deletes a task from a PPM Express project. - Action **Update Idea** Updates the field values of an existing idea in PPM Express and returns the updated idea. - Action **Update Project** Updates the fields of an existing project, including custom fields, and returns the updated project. - Action **Update Project Key Date** Updates the field values of an existing key date in a PPM Express project. - Action **Update Project Task** Updates field values on an existing task in a PPM Express project and returns the updated task. ## Each app on its own - [ **Planports** Planports combines CRM and Business Management tools like proposals, orders, stock management and accounting](https://apiant.ai/connections/planports) - [ **PPM Express** PPM Express is Product Portfolio Management platform to easily integrate and orchestrate your existing...](https://apiant.ai/connections/ppm-express) Reviews ## What our customers say ## More from Planports - [ **Planports to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/planports-to-salesforce) - [ **Planports to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/planports-to-slack) - [ **Planports to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/planports-to-stripe) - [ **Planports to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/planports-to-shopify) - [ **Planports to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/planports-to-quickbooks-online) - [ **Planports to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/planports-to-trello) ## More into PPM Express - [ **HubSpot to PPM Express** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-ppm-express) - [ **Google Sheets to PPM Express** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-ppm-express) - [ **Gmail to PPM Express** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-ppm-express) - [ **Google Calendar to PPM Express** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-ppm-express) - [ **Google Drive to PPM Express** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-ppm-express) - [ **Mailchimp to PPM Express** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-ppm-express) Questions ## Planports and PPM Express, answered ### ### What can start an automation from Planports? Any of Planports's 1 trigger in the catalog, including New Contact. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in PPM Express when something happens in Planports? Any of PPM Express's 9 actions, including Create Idea, Create Project, Create Project Key Date and Create Project Task. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from PPM Express to Planports? Yes. When something happens in PPM Express, your agent can act in Planports too. This page covers both directions: PPM Express's triggers and Planports's actions are listed here as well. ### ### Do I have to build a connector for Planports or PPM Express? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Planports and PPM Express without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.